Robert K. Ward

Finaconnect, Inc. engages in the operation of a software as a services (SaaS) platform that provides reporting and practice management. The company was founded by Scott Lee and is headquartered in Seattle, WA.

Envestnet Retirement Solutions LLC, a subsidiary of Envestnet, Inc. provides retirement advisors with an integrated platform that combines one of the industry’s leading practice management technology, research and due diligence, data aggregation, compliance tools and intelligent managed account solutions. ERS leverages Envestnet’s advanced capabilities and resources, along with its experience in investment research, portfolio construction and investment management, to meet the specialized needs of each retirement plan stakeholder, from plan participants to sponsors, advisors to home offices and record keepers to DCIOs.

QUODD Financial Information Services, Inc. provides real time data management solutions. Its technology allows an enterprise in content selection. The company was founded in 1999 by Keith Savitz and Angie Abernathy and is headquartered in Jersey City, NJ.

Financeware Holdings LLC provides financial services. The company is headquartered in Radnor, PA.